Use Report Views to Filter Reporting Data - Help Scout Support

Description: Views are a simple and efficient way for you to filter conversation data within the reports built in to Help Scout. In most reports, you can choose to filter da

Content: Use Report Views to Filter Reporting DataViews are a simple and efficient way for you to filter conversation data within the reports built in to Help Scout. In most reports, you can choose to filter data by inbox, tag, folder, and/or custom fields.The ability to create and manage Views requires theManage Viewspermission. Users that do not have that permission can still use Views in reports if they have other permissions to reports. SeeUser Roles and Permissionsfor more on permission settings.In this articleCreate and Save a ViewManage ViewsCreate and Save a ViewSelect any report from the Reports dropdown menu.Note: The Docs report has different options for Views, but function the same way.1Click the+sign at the top of the reports page and begin adding conditions as needed. Your report will update in real time as you build.To remove conditions, click the grey☓next to each line item.2Click theANDbutton to add a new condition that must also match, using AND search logic. Multiple criteria added to a single condition will useORsearch logic.The example View above will filter data from the J&G Clothing Help inbox,ANDthedamagedORthedue-todaytag.3To keep the View you've just created to use again in the future, clickSave, name it, then clickSaveagain. You will find the View listed in theViewsdropdown list.Manage ViewsYou can edit or delete views at any time if you'd like to change any conditions, or if the data is no longer relevant or needed, as long as you have theManage Viewspermission. The Views list uses alphanumeric sorting.1Click theViewsdropdown menu and select the View that you'd like to edit or delete.2The report will then update to show that particular view. ClickEditto begin editing the view.3After changing or adding the conditions to your liking, clickSave Changesto save the existing view. If you'd rather do away with the view completely, chooseDelete. There is no option to recover a deleted view.

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